Brentview Investment Management’s Medtronic MDT Stock Holding History

Brentview Investment Management’s Portfolio MDT Stock Details MDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-42,671	Closed	-$3.7M	–	63
2026 Q1	$3.7M	Buy	42,671 +1,625	+4%	+$156K	1.6%	35
2025 Q4	$3.94M	Buy	41,046 +216	+0.5%	+$21K	1.78%	33
2025 Q3	$3.89M	Buy	40,830 +1,311	+3%	+$121K	1.77%	32
2025 Q2	$3.44M	Sell	39,519 -764	-2%	-$64.8K	1.74%	33
2025 Q1	$3.62M	Buy	40,283 +2,025	+5%	+$181K	1.93%	28
2024 Q4	$3.06M	Buy	+38,258	New	+$3.31M	1.74%	29

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Brentview Investment Management's MDT Position: Q2 2026 in Review

Brentview Investment Management sold out of Medtronic (MDT) in Q2 2026, closing a stake of 42,671 shares — an estimated $3.7M sold.

Brentview Investment Management first reported a position in MDT in Q4 2024 and held it in 6 quarters. The position peaked at $3.94M in Q4 2025. 2,141 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Brentview Investment Management reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
Brentview Investment Management sold 42,671 Medtronic shares in Q2 2026, an estimated $3.7M.
Brentview Investment Management first reported a position in Medtronic in Q4 2024 and held it in 6 quarters.
Brentview Investment Management's Medtronic position peaked at $3.94M in Q4 2025.
2,141 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Brentview Investment Management's 13F filing for Q2 2026, filed 30 Jul 2026.